HWA
CGC

HHM Wealth Advisors’s Canopy Growth CGC Stock Holding History

HHM Wealth Advisors’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-272
Closed -$1.31K – 1018
2024
Q3 		$1.31K Hold
272
– – ﹤0.01% 720
2024
Q2 		$1.75K Buy
272
+21
+8% +$181 ﹤0.01% 715
2024
Q1 		$2.17K Sell
251
-63
-20% -$272 ﹤0.01% 681
2023
Q4 		$1.6K Buy
314
+1
+0.3% +$6 ﹤0.01% 688
2023
Q3 		$2.45K Buy
313
+249
+389% +$1.52K ﹤0.01% 705
2023
Q2 		$247 Sell
64
-28
-30% -$294 ﹤0.01% 789
2023
Q1 		$1.6K Hold
92
– – ﹤0.01% 738
2022
Q4 		$2.11K Hold
92
– – ﹤0.01% 602
2022
Q3 		$2K Buy
92
+28
+44% +$864 ﹤0.01% 594
2022
Q2 		$2K Hold
64
– – ﹤0.01% 735
2022
Q1 		$5K Hold
64
– – ﹤0.01% 604
2021
Q4 		$6K Sell
64
-64
-50% -$7.6K ﹤0.01% 558
2021
Q3 		$18K Buy
128
+64
+100% +$11.5K ﹤0.01% 414
2021
Q2 		$15K Hold
64
– – ﹤0.01% 435
2021
Q1 		$20K Hold
64
– – 0.01% 379
2020
Q4 		$16K Sell
64
-5
-7% -$1.14K 0.01% 374
2020
Q3 		$10K Hold
69
– – ﹤0.01% 389
2020
Q2 		$11K Hold
69
– – ﹤0.01% 358
2020
Q1 		$10K Buy
+69
New +$13K ﹤0.01% 351

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHM Wealth Advisors's CGC Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Canopy Growth (CGC) in Q4 2024, closing a stake of 272 shares — an estimated $1.31K sold.

HHM Wealth Advisors first reported a position in CGC in Q1 2020 and held it in 19 quarters. The position peaked at $20K in Q1 2021. 228 funds tracked by Wall St. Rank hold CGC as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Canopy Growth position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 272 Canopy Growth shares in Q4 2024, an estimated $1.31K.
  • HHM Wealth Advisors first reported a position in Canopy Growth in Q1 2020 and held it in 19 quarters.
  • HHM Wealth Advisors's Canopy Growth position peaked at $20K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.